Integrations

Use HubSpot's integration with Slack

Last updated: October 16, 2018

free

The Slack integration allows you to add tasks and tickets to HubSpot from Slack, receive notifications in Slack when your HubSpot notifications are triggered or you receive an incoming live chat in your conversations inbox, and use slash commands in Slack to interact with HubSpot.

Please note: you need to be a Slack administrator for the workspace you want to install the integration to in order to connect your Slack workspace to HubSpot. If you've already integrated Slack with your conversations inbox, you won't need to set up the integration again.

Set up the Slack integration

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • Click the All Integrations tab at the top.
  • Search for the Slack integration, then hover over it and click View integration.

  • In the dialog box, click Connect to Slack.
  • You'll be redirected to Slack in a new browser tab. Review the requested permissions, then click Authorize at the bottom right.

Please note:
  • Access to public and private channel content is requested in order to support live chat with website visitors.
  • The HubSpot app in Slack includes commands and message actions.
  • Slack member information is requested in order to associate actions in Slack to the correct HubSpot user in your portal.
  • The HubSpot app in Slack uses reactions to provide message status context for the live chat feature in the conversations tool.
  • You'll be redirected back to HubSpot, with a dialog box informing you that Slack for HubSpot was installed. You'll also receive an email from Slack confirming that you've installed the HubSpot app for your Slack workspace.

Add a task to HubSpot in Slack

You can turn any Slack message into a HubSpot task:

  • Hover over a message and click the More actions icon ••• , then select Add a task.
  • In the dialog box, enter a Task titleTask details (the message text will appear here by default), Due date (optional), and select a Task type and the HubSpot user the task will be Assigned to. When you're done, click Save.
  • The task will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.

  • To view the task in HubSpot, click the name of the task in the message.
  • Within the message, you can:
    • Click Add association to associate a contact, company, or deal with the task.
    • Click Post to channel or Post to thread to post the task message to the Slack channel or thread.

Add a ticket to HubSpot in Slack

You can turn any Slack message into a HubSpot ticket:

  • Hover over a message and click the More actions icon ••• , then select Add a ticket.
  • In the dialog box, enter a Title, Description (the message text will appear here by default), select the ticket Pipeline and status, and select the HubSpot user who will be the ticket Owner. When you're done, click Save.
  • The ticket will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.

Within the message, you can:

  • Click Add association to associate a contact, company, or deal with the ticket.
  • Click Post to channel or Post to thread to post the ticket message to the Slack channel or thread.

Please note: it's recommended to create tasks and tickets from messages in public channels, or private channels that the HubSpot app was invited to. If you create a task or ticket from a message in a direct message, group message, or private channel where the HubSpot app wasn't invited, the task or ticket will be created in HubSpot but the HubSpot app will not post a notification in Slack.

Send Slack notifications through workflows (Sales Hub Enterprise and Service Hub Enterprise only)

You can send notifications to Slack channels or users via an action in deal-based workflows and ticket-based workflows:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click Create workflow.
  • Select Deal-based or Ticket-based as your workflow type, then click Create workflow.
  • Click the plus add icon to add a workflow action. In the right pane, select Send a Slack notification.
    • Click the Send notification to dropdown menu to select a Slack user or channel to send the notification to.
    • In the Message text box, enter the notification message. Deal tokens can be added here.
    • Click the Properties to include with message dropdown menu to select deal properties to include in the notification message (optional).
  • When you're done, click Save.

  • When a deal or ticket enrolls in the workflow and executes the action, the notification will be sent to the selected Slack user(s) or channel(s).

Manage HubSpot notifications for Slack

The following HubSpot notifications will be triggered as direct messages from the HubSpot app in Slack:

  • Assign
  • Comment
  • Follow
  • Mention
  • Overdue
  • Reminder
  • Reply
  • Submission
  • View (i.e. document view)

Please note: you'll automatically receive your HubSpot notifications within Slack if your HubSpot user email matches that of your Slack user. What can I do if my HubSpot user email doesn't match my Slack user email?

To disable all notifications, a notification type, or specific notifications from pushing to Slack:

  • In your HubSpot account, click your account name in the top right corner, then click Profile & Preferences.
  • In the left sidebar menu, navigate to Notifications > HubSpot Integrations.
  • Click to toggle the Slack switch on/off to enable or disable all HubSpot notifications in Slack.
  • For each notification type listed above, you can clear the Slack checkbox to turn off all the notifications for that notification type.
  • Click Advanced preferences to view and clear specific notification checkboxes to turn individual notifications off.

To check if your notifications are pushing to Slack:

  • In your HubSpot account, navigate to Sales > Tasks.
  • Click Create a Task.
  • In the right pane, enter a Title. Under Email reminder, click the Date dropdown menu and select the current date, then click the Time dropdown menu and select the next time closest to your current time. Then, click Create.

  • When the time is reached, you'll be notified in Slack of the task via direct message from the HubSpot app. Click View in HubSpot in the message to open the task in HubSpot.

If you're a HubSpot Sales Hub Starter or Professional user, you can also receive notifications about incoming live chats from the messages tool in a dedicated Slack channel, as well as chat with visitors directly through a Slack thread. Learn more about integrating Slack with your conversations inbox.

Use slash commands to interact with HubSpot

You can use slash commands in Slack to:

  1. Search for and share a HubSpot contact, company, knowledge base article, playbook, task, or ticket
  • In your channel, click into the reply text box and enter:
    • Contact: /hs-search-contact {contact name}
    • Company: /hs-search-company {company name}
    • Knowledge base article: /hs-search-kb {article title}
    • Playbook: /hs-search-playbook {playbook title}
    • Task: /hs-search-task {task title}
    • Ticket: /hs-search-ticket {ticket title}
  • The HubSpot app will return the first three results for your search term, which will include basic information about the contact, company, knowledge base article, playbook, task, or ticket. All results are only visible to your Slack user.
  • To share a contact, company, knowledge base article, playbook, task, or ticket with your channel, click Post [object] to channel.

Please note: the /hs-search slash commands will only work in public channels, or private channels that the HubSpot app was invited to. The commands will show no response in direct messages and group messages, or private channels where the HubSpot app wasn't invited.

  1. Give the HubSpot team feedback about the Slack integration
  • In your channel or direct message with the HubSpot app, click into the reply text box and enter /hs-feedback {feedback}, then hit the Enter key.
  • In the dialog box, select your Sentiment, enter your feedback into the Details text box (your feedback text will appear here by default), and enter your Name (optional) and Email address (optional). When you're done, click Send.
  • You'll receive confirmation of your feedback submission in a HubSpot app message, which is only visible to your Slack user.

What can I do if my HubSpot user email doesn't match my Slack user email?

If your HubSpot user email doesn't match your Slack user email, you'll receive an email and in-app notification to Map your HubSpot user's email address to your Slack user when HubSpot attempts to push a notification to Slack.

  • In the email body, click View in HubSpot.

  • You'll be redirected to the Integrations settings tab of the specific notification type that couldn't be pushed to Slack in a new browser tab or window. Hover over the warning icon warning next to Slack in the upper right, then click Click here to map emails.

  • In the dialog box, enter your Slack email address, then click Verify in Slack.
  • A modal will inform you to go to Slack to confirm your email within the next 24 hours. Click Done and navigate to Slack.
  • In Slack, you'll receive an instant message from the HubSpot app to confirm that you want to map your HubSpot user to your Slack user. Click Verify to proceed.

  • You'll be redirected back to the Integrations settings tab of the notification type in HubSpot in a new browser tab or window. A dialog box will appear to inform you that your email addresses have been successfully mapped, and you'll now receive HubSpot notifications in Slack. Click Done to finish.

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